Cerro Pacific Wealth Advisors’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,677
| Closed | -$205K | – | 166 |
|
|
2024
Q3 | $205K | Hold |
5,677
| – | – | 0.08% | 143 |
|
|
2024
Q2 | $205K | Buy |
+5,677
| New | +$205K | 0.08% | 144 |
|
|
2023
Q1 | $200K | Hold |
5,600
| – | – | 0.11% | 143 |
|
|
2022
Q4 | $278K | Hold |
5,600
| – | – | 0.15% | 137 |
|
|
2022
Q3 | $207K | Buy |
+5,600
| New | +$207K | 0.13% | 140 |
|